Ray Dalio

Ray Dalio Bridgewater Associates

AUM $25.5B
1-Year Est. Return 29.73%
 

Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.

This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$152M
3
+$25M
4
GE icon
GE Aerospace
GE
+$22.1M
5
JNPR
Juniper Networks
JNPR
+$19.9M

Top Sells

1
+$23.8M
2
+$20.6M
3
+$14.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.7M
5
CELG
Celgene Corp
CELG
+$9.94M

Sector Composition

1 Technology 3.07%
2 Energy 2.47%
3 Materials 1.34%
4 Industrials 0.94%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.26M 0.04%
66,600
102
$5.2M 0.04%
+18,400
103
$5.18M 0.04%
49,858
+37,175
104
$5.15M 0.04%
155,666
-25,400
105
$5.15M 0.04%
128,900
106
$5.14M 0.04%
+97,651
107
$5.12M 0.04%
58,866
+28,966
108
$5.02M 0.04%
64,852
109
$5.01M 0.04%
101,276
+12,678
110
$5M 0.04%
39,726
+6,100
111
$4.99M 0.04%
51,500
+16,900
112
$4.97M 0.04%
39,597
+1,500
113
$4.94M 0.04%
+62,831
114
$4.76M 0.04%
124,200
+8,480
115
$4.73M 0.04%
+124,100
116
$4.67M 0.04%
44,626
-41,474
117
$4.61M 0.03%
+236,247
118
$4.32M 0.03%
56,800
+4,000
119
$4.32M 0.03%
91,610
+12,239
120
$4.27M 0.03%
35,688
+1,900
121
$4.25M 0.03%
52,523
-400
122
$4.22M 0.03%
20,314
-21,191
123
$4.21M 0.03%
1,015,500
+100,100
124
$4.12M 0.03%
+407,600
125
$4.11M 0.03%
26,332
-24,039
3 4
5
6 7